Retirement Solutions

Retirement Solutions

Comprehensive Retirement Planning for Phoenix Residents

When it comes to retirement planning, most people focus on whether they’ll have enough income to support their lifestyle. Yet there’s more to retirement planning than this. We understand the many factors that affect your retirement sustainability, such as asset protection, long-term care, and estate planning.

Our approach is that by optimizing asset liquidation sequencing and order of withdrawl, we can create retirement income while maximizing income longevity and minimizing taxes.

Income and Spending

Since during retirement you’ll no longer be earning a regular paycheck, it’s important to maximize income sources like social security, pensions, and the like. You’ll also need to be smart about your spending. In addition, we’ll be there to help you decide on the big decisions, like:

Asset protection

Portfolio diversification

Risk management

Tilting Your Portfolio

Our retirement planning solutions are built for the dynamics of your unique life. We will balance your portfolio between income-producing and growth-seeking assets based on your retirement needs, and we will regularly consult with you to make sure you are on track and that you understand your portfolio.

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